Automation

finance

The teammate that chases overdue invoices.

For a UK field service finance team, every Monday it loads invoices 30 to 60 days overdue from BigChange, Joblogic, Simpro, your spreadsheet or Xero. It skips anyone already in a thread with accounts, writes the chase in your tone from the templates you saved, and sends it from Gmail or Outlook.

Book a demoSee how it runs
who asks
Finance
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to Monday's chase.

Describe the chase once in Agent Builder, test it on this week's invoices, then let it run every Monday.

01

Describe it

Say what counts as overdue, who to skip and who to tell. Agent Builder plans the steps from your words.

One sentence, six steps

01 / 03
Book a demoSee the before and afterSee how agents work

before and after

The same Monday chase, two ways.

Riverside Care's INV-1842, £3,720 and 41 days overdue on Monday 26/10, from the ledger to the chase.

  1. Finding them

    Without Centrus: Aged debt exported and sorted by hand on Monday

    With Centrus: Read from Xero or the job system at 09:00

  2. Who replied

    Without Centrus: The inbox searched client by client before writing

    With Centrus: Anyone already talking to accounts is skipped

  3. The chase

    Without Centrus: Written from scratch, in whoever's tone that week

    With Centrus: Written in your tone from the saved templates

  4. A busy week

    Without Centrus: The chases wait another seven days

    With Centrus: Sent at 09:00, busy week or not

Other runs finance asks for

  • “Chase anything over 14 days, skip anyone who replied.”
  • “Statement to anyone over 60 days, accounts tone.”

keep going

More in finance and cash flow.

Invoices chased, matched, checked against the contract and sent.

All 31 in finance and cash flow

questions

Questions about the overdue chase

No. Each Monday it reads the paid status in Xero or the job system and checks Outlook or Gmail for a reply. Anyone already in a thread with accounts is skipped, and finance gets the list of who was chased and who was left alone.

Yes. Save the wording you already use, polite at 30 days and firmer at 60, and the agent writes each chase from it with the invoice number, the amount and the days overdue. It sends from your accounts mailbox, signed by the person you choose.

Xero, Sage Intacct, BigChange, Joblogic, Simpro or the spreadsheet you keep, and the chases go from Outlook or Gmail. Chasing changes nothing in your finance system: the agent reads the invoices and sends the email.

Yes. Add an Approval step and each Monday's chases wait for a named person to approve them from the Runs panel or by email. Take the step out once you're happy with the wording, and the chases go at 09:00 on their own.

Yes. Describe the stages in the same sentence, such as a reminder at 14 days, a firmer chase at 30 and a statement at 60, and each gets its own wording. Change a stage later by asking Agent Builder in a sentence.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We set up the Monday chase on a setup like yours, from your job system or Xero, written in your tone.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Bring your aged debt.

Chase like this, or does your aged debt need something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing